Manage accounts, view reports, track investments
Manage investments, view portfolio performance, and track expenses. Schedule transactions and set recurring payments. Receive real-time market data and generate customized reports.
Showing 21–40 of 1,000 ranked alternatives.
UBS AG
Manage accounts, track spending, set budgets
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
Betterment
In portfolios and automatically
In and through automated portfolios and expert guidance. Set financial goals, schedule regular contributions, and track progress. Adjust risk tolerance and access real-time performance reports.
Portal Integral de Inversiones S.A.U.
Trade stocks, manage portfolios, monitor investments
Manage investments with real-time market data and portfolio tracking. Place trades in Argentine and U.S. stock markets. Access expert investment recommendations. Set up alerts for price changes. View performance reports and transaction history.
Crypto Inc.
Track prices and manage portfolios
Track cryptocurrency, precious metals, and fiat currencies with real-time data from exchanges like Coinbase, Binance, and Kraken. Monitor portfolio value, set price alerts, and view market trends.
Opus Labs CVBA
Track investments across exchanges and assets
Track investments across stocks, crypto, ETFs, forex, and commodities. Sync with 300+ exchanges and wallets. View real-time prices and portfolio performance. Set price alerts for specific assets. Monitor balances and transaction history.
Bill.com
Track expenses and manage budgets
Track business expenses with automatic recording of purchases. View real-time budget insights and set spending limits. Generate reports and export data for accounting. Manage corporate cards and monitor transactions. Set alerts for overspending.
Inspira Financial Health, Inc.
Manage accounts, track expenses, plan budgets
Manage health savings accounts, emergency savings funds, flexible spending accounts, health reimbursement arrangements, and lifestyle spending. View balances, make transfers, and track expenses.
Tabtrader BV
Trade , track markets, manage portfolio
Monitor real-time cryptocurrency prices across Binance, Kraken, and other major exchanges. Track portfolio performance. Set custom watchlists. Receive market alerts. Conduct technical analysis. View trading pair details and historical data.
Rise Vest Technologies Limited
In assets and track your portfolio
In global, dollar, and naira denominated assets. Set financial goals and build a personalized portfolio. Track performance, adjust investments, and receive market insights. Manage accounts, view balances, and schedule recurring contributions.
Steve Tran
Track transactions, schedule payments, reconcile , capture
Track expenses with categorized transactions. Schedule recurring payments and transfers. Capture photo receipts for record-keeping. Reconcile , generate reports, and export data. Print statements and manage budgets.
Moomoo Technologies Inc.
Trade stocks, track portfolios, access research
Track stock and options prices in real time. Place market, limit, and stop orders. Access research reports and AI-driven insights. Paper trade to practice strategies. View portfolio performance and manage positions.
DABA MARKETS INC.
Invest in stocks, bonds, and funds
Track investments in stocks, bonds, IPOs, managed funds, and venture capital. View portfolio performance and transaction history. Set up recurring investments and receive market updates.
Avenue Securities LLC
Open accounts and invest abroad
Manage international investments with access to NYSE and NASDAQ. Open a free account and trade stocks directly. Monitor portfolio performance and view real-time market data. Receive notifications for price changes and transaction confirmations.
InvestMates Pte Ltd
Manage investments, track portfolios, set goals
Manage investments with real-time portfolio tracking and performance analysis. Set up recurring contributions and goal-based investing. Access market data and research reports. Adjust risk profiles and monitor transactions.
PayPal, Inc.
Send invoices, track sales, manage money
Create and send invoices with customizable templates. Track sales and account activity. Manage payments and transfers. View financial reports and set up recurring payments. Connect with accounts and monitor transactions.
Hello Stocker
Invest in and track performance
Track investment performance with real-time portfolio updates. View AI-generated stock recommendations and analysis. Set up recurring investments and monitor earnings. Adjust risk settings and access historical performance data.
Industrial Alliance Insurance and Financial Services Inc.
Manage investments and track portfolios
Manage investments with real-time portfolio tracking and performance analysis. View detailed fund information and historical data. Place trades, set up recurring contributions, and access customer support through secure messaging.
PayTM Mobile Solutions Private Limited
Invest in IPOs, stocks, and mutual funds
Invest in IPOs, equities, F&O, bonds, and mutual funds. View real-time market data and track portfolio performance. Set up recurring investments and manage multiple accounts. Place orders and monitor trade history.
5paisa Capital Limited
Trade stocks, track portfolios, manage investments
Open Demat accounts with a paperless process in under 5 minutes. Place trades with flat brokerage rates. Track portfolio performance and set investment goals. Receive real-time market data and alerts. Manage transactions and view trade history.
Farther Finance, Inc
Plan, , and with confidence
Track expenses, set financial goals, and receive personalized advice. Monitor investment performance and adjust portfolios. Access real-time market data and generate customized reports. Automate savings and bill payments.
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